Filed May 9, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,021 | $58,208+80.4% | $81,812+28.4% | $80,856+29.9% |
| Participation rate | 98.7% | 63.4%+35.3pp | 72.3%+26.4pp | 67.6%+31.1pp |
| Annual return | 14.86% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,104 | $2,340+118.1% | $2,912+75.3% | $2,755+85.3% |
| Participant deferral / active EE | $4,962 | $3,281+51.3% | $4,319+14.9% | $4,296+15.5% |
| Admin fee / account holder | $4,276 | $4,981-14.2% | $7,386-42.1% | $6,918-38.2% |